Coursera Deal Catalysts Shift Udemy Valuation Narrative
ByAinvest
Monday, Feb 2, 2026 7:43 pm ET1min read
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Udemy's fair value anchor remains at $8.512 per share despite a slight adjustment in discount rate to 7.06% and revenue growth assumption to 4.38%. The Coursera merger is the main catalyst for the updated narrative, with KeyBanc downgrading the stock to Sector Weight from Overweight. The firm views the merger as a good outcome for shareholders but takes a wait-and-see approach on its impact on Udemy's growth profile and risk balance.
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